On Demand
Looking Back to Look Forward: A 2023 Recap
Listen now as leaders from the eMoney Financial Planning Group and Product Management teams walk you through a year in review.
The session recaps our 2023 research findings and key feature rollouts. We’ll give an overview of our 2024 vision as we continue to advance the evolution of advice, enhance the client experience, and harness technology to enable advisors to go beyond the plan.
You’ll hear about the research-backed results of combining financial psychology and technology to enhance the client experience. You’ll also learn about planning considerations and technology capabilities to provide an enriched and collaborative advisor-client relationship.
*CFP Credits not applicable for viewing the recording
Speakers
Emily Koochel, PhD, AFC®, CFT-I™, BFA™
Manager, Financial Wellness
eMoney Advisor
Chad Porche
SVP, Product Management
eMoney Advisor
Ricky Illigasch
VP, Product Management
eMoney Advisor
Connor Sung, CFP®
Director, Practice Management
eMoney Advisor
Listen now as leaders from the eMoney Financial Planning Group and Product Management teams walk you through a year in review.
The session recaps our 2023 research findings and key feature rollouts. We’ll give an overview of our 2024 vision as we continue to advance the evolution of advice, enhance the client experience, and harness technology to enable advisors to go beyond the plan.
You’ll hear about the research-backed results of combining financial psychology and technology to enhance the client experience. You’ll also learn about planning considerations and technology capabilities to provide an enriched and collaborative advisor-client relationship.
*CFP Credits not applicable for viewing the recording
About eMoney
